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Tag Archives: tax diversification benefits

Dec 22, 2017

Considering Tax Diversification Benefits of Roth Accounts May Be Timely

The S&P 500® was up 22.1% YTD as of Dec. 19, 2017 (including reinvested dividends), and international stocks were generally even more kind to USD investors (S&P Global Ex-U.S. BMI Gross Total Return [USD] was up 26.3% YTD). However, in most types of accounts we do not get to keep gross returns. Capital gains and…

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